ENTITY · supermicro
Super Micro ComputerSMCI
United States·networking systems·major·$19.8B mkt cap
AI server and liquid-cooled rack systems builder.
WATCH · 40–69
42/100 illustrative
Underwriting Thesis
WATCH — Super Micro Computer: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in networking systems. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence75
Sanctions Exposure45
Downstream Criticality55
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
networking systemssystems odm
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MSuper Micro Computer → CoreWeave → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 5
- NVIDIAUnited StatesDOMESTIC
- IntelUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- Marvell TechnologyUnited StatesDOMESTIC
Key Customers · downstream · 7
- CoreWeaveUnited StatesDOMESTIC
- xAIUnited StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- OracleUnited StatesDOMESTIC